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Spotlight on the team: Andy Penso

In Articles, Firm Announcements by Mission Wealth

Mission Wealth Partner and Client Advisor Andy Penso is our Spotlight on the Team interview this month. At Mission Wealth, Andy delivers customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals.

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Gathering to Salute the Fastest-Growing Companies in the Region

In Articles, Firm Announcements by Mission Wealth

On October 19, the Pacific Coast Business Times hosted an awards reception honoring all the local business included in the weekly’s 2017 50 Fastest Growing Companies special report that was published in September. Mission Wealth Founder and Chief Compliance Officer Brad Stark attended the event at the Moxi, The Wolf Museum of Exploration + Innovation, and shared a few words …

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5th Annual Heroes of Hospice Luncheon

In Articles, Firm Announcements by Mission Wealth

Mission Wealth was in attendance at the 5th annual Heroes of Hospice Luncheon. The event recognized exceptional community volunteers that have demonstrated strong support of the Hospice of Santa Barbara’s mission to provide care for those that are experiencing life threatening illnesses or grieving the death of a loved one.

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Spotlight on the Team: Rick Gonzalez

In Articles, Firm Announcements by Mission Wealth

This month’s Spotlight on the Team interview is with our client advisor, Rick Gonzalez, who is based out of our Los Angeles location. At Mission Wealth, Rick develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.

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Looking Back at a Fun Summer

In Articles, Firm Announcements by Mission Wealth

Mission Wealth is welcoming fall with open arms. In celebration of this new season, we want to share some of our summer highlights with you. We traveled with family and friends, had some great adventures, and even got married.